Finalizing a case

Finalizing a case prevents users from making further changes after the interpretation is reviewed and approved.

How to finalize a case

1

Update the case status to Finalized

The case status can be updated to Finalized only from the individual case page and not from the Cases table.

1. In the top bar of the individual case page, select the dropdown next to the current case status.

2. From the dropdown menu, select Finalized. Selecting this status automatically opens the Case interpretation widget.

2

Review or complete case interpretation

In the Case interpretation widget, review and update the following if needed:

• Case result

• Selected variants

• Interpretation notes, Gene interpretation, Recommendations

If case interpretation was already completed earlier, this step serves as a final confirmation.

3

Select Finalize

Select Finalize in the widget to lock the case.

After the case is finalized, it becomes read‑only. No edits can be made to:

• Variant information: Variant tags, gene-related disease, Variant interpretation notes, HGVS nomenclature, pathogenicity and ACMG classifications

• Case information: Selected case result, variant list selected for reporting, Interpretation notes, Gene interpretation, Recommendations, Case info

To edit any information, you must revert the case to a different status.

Reviewing finalized cases

You can still review the full case even after it is finalized. Editing is disabled, but all information remains accessible.

To review finalized content specifically, go to:

• Candidates tab: To review variants selected for reporting, open the Candidates tab and select Finalized in the dropdown.

• Case info panel: In the Finalize tab, review the case result, Interpretation notes, and the list of variants selected for reporting.